As a CERTIFIED FINANCIAL PLANNER™ Professional with Blakeslee & Blakeslee, I enjoy helping others achieve their financial goals. As successful people, my client’s finances have become more complex and they seek assistance with a broad variety of financial issues including investments, preparing for retirement, insurance, taxation, and family wealth planning … I work hard to provide clients with the expertise needed to develop a successful comprehensive plan.

As my client, you would be encouraged to engage in an ongoing relationship that is focused on improving your long-term financial success. A custom financial plan is built after investing the time to know you and identifying the most important challenges to achieving your goals. The resulting financial plan and recommendations address your individual needs and goals… and are designed to grow, protect and conserve your wealth. All financial concepts and recommendations are presented objectively in clear language so that you can make actionable decisions with confidence.

My Involvement in professional organizations includes serving as President for 2005/2006 NAIFA Central Coast (National Association of Insurance & Financial Advisors), and as a member of the FPA (Financial Planning Association) Ventura chapter.

My community involvement includes roles as International Projects Chairperson - Rotary Club of Arroyo Grande; and Arroyo Grande Valley Chamber of Commerce. I also enjoy volunteer teaching for the Lucia Mar Unified School District “Junior Achievement” program.

The central coast has been home to my family for over 30 years… It is my pleasure to be of service to you in our San Luis Obispo office - (805) 543-4366. For additional information and expanded resume please visit my website at www.kimlinger.com.

Amending Your Tax Return
As people tax plan they often pull out prior tax returns to use as a guide. It’s not uncommon to occasionally discover an error or an overlooked deduction. Taxpayers don’t usually jump at the chance to amend a prior year’s tax return if it means they’ll owe the IRS money. Instead most sit tight, hope the error isn’t noticed and wait for the statute of limitations to expire. However, people’s attitudes rapidly change when they find an error in their favor, have a net operating loss carry back, or a neglected deduction that would give them a refund. You can...Read More